January 10, 2020

What do NHS employees say about their pensions? Almost half of NHS employees say they have a low understanding of the Annual Allowance, and over half believe they will face Annual Allowance tax charges in the future.

First Actuarial’s Dale Walmsley recently led an independent research to gauge the impact of pensions taxation on NHS employees. Leading industry journal, Pensions Age, highlights a number of key findings in this article, https://www.pensionsage.com/pa/Almost-half-of-NHS-employees-lack-annual-allowance-understanding.php

Find out more about this important survey on our website:

What do NHS employees say about their pensions?

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First Actuarial case studies

The Kennel Club

Concerned about the risk of an Employer contribution increase as a result of high liabilities, Trustees of the Kennel Club Pension Fund turned to First Actuarial.

“They’re extremely professional and helpful. Their input always seems sound, logical and well presented. First Actuarial handled the transition well, they provide us with helpful guidance, and have delivered what they promised when they pitched for the work.”



The RSPB was determined to minimise the impact of its new defined contribution scheme on employees, and appointed First Actuarial to support the transition and select a provider with strong ethical values.

“I would definitely recommend working with First Actuarial. Their consultants went over and above the call of duty to make sure the project progressed smoothly.”


Bolton Cares

Taking responsibility for care services previously provided by a local authority, Bolton Cares turned to First Actuarial for help in setting up a competitive and affordable DC pension scheme for its staff.

“They’ve been really helpful and professional throughout the project, and we’ll use them again if we need specialist advice.”

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